Kpler(@Kpler):Red Sea risks tighten gasoil The Red Sea escalation is moving from crude logistics into gasoil markets. European refinery runs could fall by around 200kbd, while Yanbu gasoil and diesel outflows are already nearly 50% lower year on year. Further aversion to the Bab El Mandeb Strait could delay Indian cargoes and tighten prompt supply in Europe and the Mediterranean. In Asia, concerns over crude feedstock availability could restrain refinery runs and reduce opportunistic diesel exports, including from China. With global refining capacity already a constraint, the latest disruption adds another layer of support to gasoil markets. Stay ahead of the market with #Kpler Insight:

2026.09.16 11:17

Red Sea risks tighten gasoil The Red Sea escalation is moving from crude logistics into gasoil markets. European refinery runs could fall by around 200kbd, while Yanbu gasoil and diesel outflows are already nearly 50% lower year on year. Further aversion to the Bab El Mandeb Strait could delay Indian cargoes and tighten prompt supply in Europe and the Mediterranean. In Asia, concerns over crude feedstock availability could restrain refinery runs and reduce opportunistic diesel exports, including from China. With global refining capacity already a constraint, the latest disruption adds another layer of support to gasoil markets. Stay ahead of the market with #Kpler# Insight: